Last Updated: March 13, 2026

We are an active management house, offering a range of investment solutions to meet your capital growth and income requirements.

Last Updated: March 13, 2026

We are an active management house, offering a range of investment solutions to meet your capital growth and income requirements.

Last Updated: March 13, 2026

Globally diversified – our managers have a wider toolset to help them meet risk and return objectives

Last Updated: March 16, 2026

Appointed: 21/09/2023
Experience, skills and contributions
Henrietta Baldock was appointed as a Non-executive Director on 21 September 2023 under the terms of the Relationship Agreement following completion of IW&I (UK) combination.

Last Updated: March 16, 2026

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Last Updated: March 16, 2026

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Last Updated: March 16, 2026

Neil is an investment director and has more than 20 years of investment experience. Neil started his career at Rathbones in 1998, before joining Tilney in 2000 and then Cazenove in 2002, where he spent nearly 17 years.
Neil is a Chartered Fellow of the Chartered Institute for Securities and Investment. Neil manages discretionary investment portfolios for private clients, pensions, trusts, and charities, working with clients and their advisers.

Last Updated: March 16, 2026

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

Last Updated: March 16, 2026

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).
Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts.
He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

Last Updated: March 16, 2026

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot. Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones.

Last Updated: March 16, 2026

Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

Last Updated: March 16, 2026

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.